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Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
501
BOK Financial
Oklahoma
$351K -$531K -8,977 -60%
FPS
502
Fieldpoint Private Securities
Connecticut
$349K
CHA
503
Cooper/Haims Advisors
New York
$346K
SWIG
504
Strategic Wealth Investment Group
Kentucky
$345K +$2.48K +42 +0.7%
GP
505
Girard Partners
Pennsylvania
$340K -$173K -2,934 -34%
PG
506
Pendal Group
Australia
$340K -$59K -997 -15%
AMIM
507
Aull & Monroe Investment Management
Alabama
$340K
IFG
508
Independent Financial Group
California
$335K -$90.2K -1,526 -21%
AA
509
Altman Advisors
Illinois
$332K -$1.3K -22 -0.4%
TW
510
TrinityPoint Wealth
Connecticut
$330K +$12.8K +216 +4%
RFC
511
Regions Financial Corp
Alabama
$328K -$80.1K -1,355 -20%
CAS
512
Cascadia Advisory Services
Oregon
$328K -$13.3K -225 -4%
GIM
513
Goelzer Investment Management
Indiana
$327K
I
514
INVST
Indiana
$324K +$17.8K +301 +6%
SSA
515
Schonfeld Strategic Advisors
New York
$322K +$323K +5,470 New
EWA
516
EP Wealth Advisors
California
$320K -$26.8K -453 -8%
AWA
517
Arkadios Wealth Advisors
Georgia
$319K +$63.3K +1,071 +24%
SWM
518
Sugarloaf Wealth Management
Georgia
$317K -$23.4K -395 -7%
AL
519
Aspiriant LLC
California
$317K +$23.5K +397 +8%
OA
520
Oxbow Advisors
Texas
$315K -$10.7K -181 -3%
WPA
521
West Paces Advisors
Georgia
$312K -$26K -440 -8%
NRI
522
NFP Retirement Inc
California
$311K +$2.96K +50 +1%
FNT
523
First Nebraska Trust
Nebraska
$309K
AFP
524
Ausdal Financial Partners
Iowa
$306K -$7.21K -122 -2%
FRM
525
Fox Run Management
Connecticut
$306K +$307K +5,191 New

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.